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Microsoft initially released Planner in 2016 as an alternative to its decades old, separately sold, and more complex project management tool known as Project.1 Following the blueprint established in other project management web tools such as Trello, Asana, and AirTable, Planner builds its project management and organization framework from the Kanban board, a workflow visualization tool much like a whiteboard covered in Post-It notes. The main differences between Planner and its sibling web tools is that each tool uses different terminology to describe how its virtual whiteboard works, and while Trello, Asana, and AirTable have free versions and subscription versions, Planner only comes bundled in a subscription package.  \nScreenshot of a Microsoft Planner user board, called a Plan.  \nPlanner’s initial screen displays all the user’s boards (called “Plans”) that represent the user’s projects. Once the user clicks through to the Plan, it displays a project  \n1 Sarah Perez,“Microsoft Officially Launches Planner, Its Trello Competitor,” TechCrunch. Last modified June 6, 2016, [https://techcrunch.com/2016/06/06/microsoft-officially-launches-planner](https://techcrunch.com/2016/06/06/microsoft-officially-launches-planner)its-trello-competitor/ .  \nboard organized by columns (called “Buckets”) and cards (called “Tasks”) . Users have access to customizable view filters to represent whatever kind of data the user desires to see, such as progress or tasks assigned to Plan members.  \nDual screenshot of Filters (left) and Group By choices (right).  \nEach Task is customizable to show its progress status, priority status, start and due dates, descriptions, checklists, attachments (including files, links, and SharePoint items), and comments. The user can copy the Task, copy a link to the Task, or delete the task. The user can also apply color-coded labels, as well as receive email notifications regarding due dates or any changes made to the task. One benefit of using Planner is that the archivist can assign multiple Plan members to a Task card. New Plan users can be added via email. Institutional subscribers to Office 365 benefit from searching for Plan members by name, supplied by their institution’s prepopulated Outlook directory.  \nScreenshot of the Charts view in Planner  \nPlanner’s main departure from other project management apps like Trello or Asana is its visual representations of data gleaned from the buckets, tasks, group member assignments, and labels in the Plan view. Additional views include Charts, Schedule, Conversation, Members, Files, Notebook, and Sites. Charts and Schedule are unique to Planner as they display bar graphs, circle graphs, and a calendar created from tasks and labels to show project progression. Conversation, Members, Files, Notebook, and Sites are integrated features from existing Office 365 apps, including Outlook, Groups, SharePoint, and OneNote. If an archivist’s institution already subscribes to Office 365, then one already has access to all of Planner’s features and integrations with other Office products.  \nScreenshot of a Task card.  \nThe visual differences and additional features make Planner an upgrade over Trello and Asana’s free-to-use versions for tracking archival collection processing projects, archival reference questions, and event planning. Rather than moving tasks across buckets to signify progress, each task card includes a progress drop-down box, a start date, and a due date. These built-in features are especially useful for tracking with definitive deadlines in mind, such as grant-funde","cbCaisaehqxnMdIh","https://ap.wps.com/l/cbCaisaehqxnMdIh","pdf",653489,"English","# Microsoft Planner overview\n## Core structure: Plans, Buckets, Tasks\n## Task customization and notifications\n## Views and integrations\n## Advantages and limitations","[{\"question\":\"What are Plans, Buckets, and Tasks in Microsoft Planner?\",\"answer\":\"Plans represent a user’s projects. Each Plan is organized into columns called Buckets, and the work items within them are Tasks (cards).\"},{\"question\":\"How does Planner differ from Trello and Asana?\",\"answer\":\"Planner emphasizes visual data representations through its charts and schedule views, and uses built-in progress drop-downs and deadlines rather than moving cards across columns. It also integrates features from other Office 365 apps.\"}]","Microsoft Planner - Overview - task management web application | PDF",1789161167]